William F. Casey, III

William F. Casey, III is a principal and senior financial advisor in the HBKS^® Philadelphia, Pennsylvania, office. His distinguished career includes senior management positions at some of the most respected global financial institutions, including GMAC, Merrill Lynch, Salomon Smith Barney, Union Bank of Switzerland and Mellon Bank.

Bill has a technical background in global banking, asset and liability management, and investments, as well as vast administrative experience. His reputation for hard work and results-oriented pursuit, led to a variety of successful leadership assignments in Zurich, London, Brussels, New York, Toronto and Philadelphia. He joined HBKS^® in 2017 as his firm, Locust Capital Management, merged with HBKS^®.

Bill graduated from Lafayette College with a B.A. in economics/finance and from Temple University’s Executive MBA program.

What is most fulfilling about your work?

Being a fiduciary, we are charged with treating our clients’ assets like they were our own. I take great pride in gaining the trust of our clients and helping them as their trusted advisor. I also enjoy running the office and mentoring our young professionals. There’s nothing more rewarding than contributing to a young professional’s development into an extraordinary contributor.

I sit on nonprofit boards and work in the community because giving back is a very important responsibility that was instilled in me at a young age by my family and then again by my mentor. He was so selfless and generous, and inspired me to be that way to others.

How would you describe the culture at HBKS^®?

The entire HBKS® family and partners are wonderful to deal with and associate with as a partner. They are a family and treat everyone with respect, are extremely pleasant to deal with and leave their egos at the door.